Happy Business Starts Here

Support SME

Generate Word Doc from Quotes

Is there a way to generate a Word version of a quote, rather than PDF?






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

1 REPLY 1
Support SME

Re: Generate Word Doc from Quotes

Yes there is a GENERATE WORD button you can add to your quote layout.

 

Click on EDIT LAYOUT on any quote page:

 

 

 

Then, under the fields, choose BUTTONS. You will see the GENERATE WORD button, Drag it down into your quote detail custom buttons, then click SAVE.

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √